← Tributary

CENTERFIELD CAPITAL PARTNERS

INDIANAPOLIS, IN · CRD 161504 · IAPD ↗ · centerfieldcapital.com · 317-237-2323

$1.08BRegulatory AUM
0Advisory reps
15Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — CENTERFIELD CAPITAL PARTNERS crossed $1B in regulatory AUM ($125.2M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
35
April 2025 — CENTERFIELD CAPITAL PARTNERS shrank from 4 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.